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Name Holding Trade Value Shares
Change
Change in
Stake
NW
426
NewEdge Wealth
Pennsylvania
$237K -$318K -1,407 -55%
KWM
427
Keebeck Wealth Management
Illinois
$237K +$259K +1,148 New
LT
428
Legacy Trust
Michigan
$235K
HI
429
Harbour Investments
Wisconsin
$235K +$101K +447 +65%
FG
430
Foster Group
Iowa
$233K +$26.4K +117 +12%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$231K +$21.5K +95 +9%
GT
432
Glenview Trust
Kentucky
$229K
HAG
433
HighPoint Advisor Group
Illinois
$229K -$1.18M -5,238 -83%
PIM
434
Penobscot Investment Management
Massachusetts
$227K
LFA
435
Laraway Financial Advisors
Minnesota
$227K -$45.2K -200 -15%
NWAG
436
Net Worth Advisory Group
Utah
$226K -$2.03K -9 -0.8%
GA
437
Greenspring Advisors
Maryland
$226K +$247K +1,095 New
MFA
438
Mayflower Financial Advisors
Massachusetts
$225K +$22.8K +101 +10%
SIS
439
Sound Income Strategies
Florida
$225K -$5.2K -23 -2%
KIA
440
KCM Investment Advisors
California
$224K -$24K -106 -9%
SWP
441
Stratos Wealth Partners
Ohio
$224K -$36.6K -162 -13%
VA
442
VestGen Advisors
Illinois
$223K +$44.1K +195 +19%
Chevy Chase Trust
443
Chevy Chase Trust
Maryland
$222K
SFS
444
Sharp Financial Services
Pennsylvania
$222K
CAG
445
Crestwood Advisors Group
Massachusetts
$221K +$242K +1,073 New
RMF
446
Red Mountain Financial
Colorado
$221K
WJWM
447
Williams Jones Wealth Management
New York
$221K +$22.4K +99 +10%
OC
448
Oppenheimer & Co
New York
$220K +$29.8K +132 +14%
WSCM
449
Wellington Shields Capital Management
New York
$220K
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$219K